BURNEY US FACTOR ROTATION (BRNY) Institutional Ownership Changes & 13F Activity
BURNEY US FACTOR ROTATION (BRNY). Institutional ownership data tracks hedge funds, asset managers, and other institutional investors based on recent SEC Form 13F filings (Q4 2025). This page analyzes institutional buying and selling activity, new holdings, and sold-out positions in the latest reporting period. Notable filers include Burney Co/, Coppell Advisory Solutions Llc, Triad Wealth Partners, Llc, Osaic Holdings, Inc., and Gts Securities Llc.
| Institution | Type | Change in shares | Change Position % | Shares | Reported stock balance | Portfolio quarter | Filing date |
|---|---|---|---|---|---|---|---|
| Coppell Advisory Solutions Llc | Buy | +1,649,477 | — | 1,649,477 | $83.83M | Q4 2025 | Feb 17, 2026 |
| Osaic Holdings, Inc. | Buy | +71,105 | — | 71,105 | $3.59M | Q4 2025 | Feb 17, 2026 |
| Gts Securities Llc | Buy | +29,805 | — | 29,805 | $1.50M | Q4 2025 | Feb 13, 2026 |
| Kestra Advisory Services, Llc | Buy | +1,075 | — | 1,075 | $54.22K | Q4 2025 | Feb 13, 2026 |
| Meridian Financial Partners Llc | Buy | +5,789 | — | 5,789 | $294.89K | Q4 2025 | Feb 05, 2026 |
| Zega Investments, Llc | Buy | +6,467 | — | 6,467 | $326.25K | Q4 2025 | Jan 27, 2026 |
| Burney Co/ | Buy | +7,160,946 | — | 7,160,946 | $361.25M | Q4 2025 | Jan 23, 2026 |
| Steigerwald, Gordon & Koch Inc. | Buy | +5,513 | — | 5,513 | $278.12K | Q4 2025 | Jan 23, 2026 |
| Triad Wealth Partners, Llc | Buy | +173,071 | — | 173,071 | $8.73M | Q4 2025 | Jan 22, 2026 |
| Fiduciary Planning Llc | Buy | +14,241 | — | 14,241 | $718.43K | Q4 2025 | Jan 22, 2026 |
Frequently asked questions about BRNY activity
Which institutional owners are buying BRNY?
Institutional owners buying BRNY include investors who have either initiated new positions or increased their existing holdings based on recent SEC 13F filings. The activity table above highlights which funds added shares in the latest reporting periods and how their positions changed over time.
What does "buy" mean in BRNY activity?
"Buy" means an investor increased their reported position in BRNY compared to the prior reporting period. This reflects growing exposure to BURNEY US FACTOR ROTATION (BRNY) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).
Is institutional interest in BRNY increasing?
Institutional interest in BRNY can be assessed by comparing the number of tracked funds adding or increasing positions versus those trimming or exiting across the periods shown. A higher number of additions typically signals increasing participation among large filers, but it should be read alongside position sizes and the full table.